Unilever PLC (UL)

Outperform Recap: Q2 2026

Best Volume Quarter Since 2010, and the Gross Margin Promise Management Quietly Dropped

Outperform Recap: Q1 2026

The Volume Recovery Earns an Upgrade, Even as the Cost Bill Threatens Margins

Hold Recap: Q4 2025

Gross Margin Is Compounding, Currency Is Eating It, and 2026 Is Guided to the Floor